1. Introduction
High-speed permanent magnet synchronous motors (HPMSMs) have been widely applied in industrial compressors, aerospace systems, and other fields due to their high power density, wide speed range, and excellent dynamic response [
1,
2]. The stable operation of HPMSMs relies on rotor position information, while high-speed operating environments impose more stringent requirements on the installation and operation of position sensors. Therefore, sensorless control technologies for HPMSMs have attracted significant attention [
3,
4].
Different sensorless control methods are typically employed for HPMSMs in different speed ranges [
5]. In the zero- and low-speed range, commonly used methods include speed closed-loop control based on high-frequency signal injection [
6] and speed open-loop control based on V/f [
7] and I-f [
8,
9,
10,
11,
12,
13,
14,
15,
16,
17,
18,
19,
20,
21,
22,
23]. The former relies on the magnetic saliency of the motor to obtain position information and has a relatively complex control structure. For high-speed surface-mounted permanent magnet synchronous motors (HSPMSMs) with low magnetic saliency, as well as for low-cost applications such as fans and pumps, speed open-loop control based on V/f or I-f is more commonly adopted.
I-f control is a control scheme with closed-loop current regulation and open-loop speed regulation. Due to its open-loop nature, it is generally used only during the startup process and is not suitable for steady-state operation in the medium- and high-speed range. When the system switches from I-f open-loop control to sensorless closed-loop control at medium and high speeds, differences exist between the two control modes in terms of reference frames and current vector definitions. If the switching is performed before these state variables become consistent, current surge and speed fluctuation may occur, and in severe cases, the motor may even lose synchronism. Therefore, the stability of the switching process is critical when I-f control is adopted for motor startup.
To improve the stability of the switching process, various switching methods have been proposed in the literature. Early studies adopted a constant rate to reduce the current [
12], allowing the state variables of the open-loop and closed-loop systems to gradually approach each other and thereby alleviating switching transients. However, such methods usually require a relatively long switching time and may lead to instability in the later stage of the switching process. Subsequently, methods based on piecewise-rate current reduction were proposed [
13,
14,
15]. In these methods, different rates are assigned according to the angle error intervals, and the rate is reduced in the later stage of the switching process to improve switching stability. For example, a two-stage design was adopted in [
13], which was extended to three stages in [
14] and further to four stages in [
15]. By adjusting the rate of current reduction according to the angle error intervals, these piecewise methods improve the switching speed and stability to a certain extent.
To further improve switching performance, nonlinear current reduction methods have also been investigated. For example, exponential functions were introduced into the rate of current reduction in [
16,
17], resulting in a nonlinear regulation process. However, the regulation law in these methods is still mainly determined by time or predefined curves, and their adaptability to varying operating conditions remains limited.
Since the angle error is a key variable reflecting the switching process, subsequent studies introduced the angle error into the current regulation process. In [
18], a linear angle reduction method was proposed to achieve approximately linear reduction of the angle error during switching by regulating the current. However, its adaptability to load disturbances is limited. In [
19,
20], the squared term of the angle error was further incorporated to accelerate convergence at large angle errors, but these methods still exhibit high regulation sensitivity in the later stage of switching. In [
21,
22], the angle error was used as the input of a PI controller to generate the regulating current, enabling closed-loop regulation of the current. In [
23], a segmented nonlinear coefficient was further introduced ahead of the PI controller to apply different feedback regulation relationships in different angle error intervals. Nevertheless, this method is more sensitive to angle estimation accuracy, and estimation errors may cause the switching process to deviate from the expected trajectory.
Therefore, existing methods still have room for improvement in terms of switching stability and switching time. To address this issue, this study proposes an adaptive switching method for sensorless startup of HSPMSM. First, by analyzing the differences between I-f open-loop control and sensorless closed-loop control in terms of reference frame and current decomposition, the relationship between the angle error and switching stability is established, and the reasons why traditional switching methods tend to become unstable in the later stage of the switching process are analyzed. On this basis, an adaptive mapping between the angle error and the rate of current reduction is constructed by introducing an attenuation factor based on the cosine of the angle error. This cosine-based attenuation factor can provide a relatively large rate of current reduction when the angle error is large, and gradually reduce the attenuation rate as the angle error approaches zero. As a result, better coordination between switching speed and synchronous stability can be achieved. Then, the stability of the proposed method is analyzed based on a small-signal linearized model, and guidelines for parameter tuning are provided. By introducing the angle error into the adaptive attenuation factor, the proposed method exhibits good robustness to variations in speed and load. Finally, the experimental results verify the feasibility and the effectiveness of the proposed method.
2. Analysis of the Startup Process Under I-f Control
2.1. Startup Process Under I-f Control
I-f control is a control strategy characterized by closed-loop current regulation and open-loop speed regulation. By regulating the amplitude and frequency of the stator current vector, a rotating magnetic field is established, thereby generating electromagnetic torque to drive the motor. As shown in
Figure 1, when the switch in the dashed box is connected to position 1, the system operates in the I-f control mode, which consists of a frequency reference and a closed-loop current regulator. Specifically, the frequency reference determines the rotational speed of the current vector, while the current regulator ensures accurate tracking of the stator current amplitude reference.
The startup process under I-f control involves adjusting the amplitude and frequency of the current vector in stages to drive the motor from a standstill to an operating state that meets the criteria for sensorless closed-loop control. This process is generally divided into four stages. First is the rotor alignment stage, where a current vector in a fixed direction is applied to stabilize the rotor at a predetermined initial position. Subsequently, the acceleration stage begins, in which the frequency reference is gradually increased while maintaining a constant stator current amplitude to accelerate the rotor. When the speed reaches the preset switching speed, the system enters the constant-speed switching stage, during which the frequency reference remains constant while the current amplitude is progressively reduced to bring the operating state closer to closed-loop control. Finally, when the criteria for mode switching are met, the system switches from I-f control to sensorless closed-loop control, corresponding to the case where the switch in the dashed box of
Figure 1 is connected to position 2.
2.2. Angle Error and Torque Self-Balancing Characteristic
In the I-f control process, since the actual rotor position is unknown, the coordinate transformation adopts virtual electrical angle
θ*, which is obtained by integrating the frequency reference
ω*, expressed as:
For the convenience of analysis, a virtual d*q* synchronous rotating coordinate system is established, as shown by the purple dashed lines in
Figure 2.
Since
θ* does not coincide with the actual electrical angle
θ, an angle error
θerr exists between the dq coordinate system and the d*q* coordinate system. The existence of
θerr causes differences in the decomposed components of the same vector in the two coordinate systems. Taking the stator current vector as an example, as shown in
Figure 2, the stator current is commanded along the q*-axis in the d*q* coordinate system, appearing only as the q*-axis component
iq*. However, in the dq coordinate system, the stator current simultaneously contains both a d-axis component
id and a q-axis component
iq.
As shown in
Figure 2, the space vector components in the d*q* coordinate system and the dq coordinate system satisfy the following relationship:
where
x represents space vectors such as current and voltage;
xd and
xq are the components in the dq coordinate system;
xd* and
xq* are the components in the d*q* coordinate system; and the angle error
θerr is given by:
The above relationship indicates that when θerr is non-zero, there are differences in the representations of the same space vector components in the two coordinate systems. To achieve a smooth switching process, θerr must converge to zero during the switching stage so that the state variables in the two coordinate systems approach consistency.
In I-f control, the current command is given along the q*-axis; i.e.,
id* = 0. By applying Equation (2) to the stator current vector, the following relationship can be obtained:
Equations (4) and (5) indicate that variations in
θerr alter the projected components of the stator current vector on the d- and q-axes, which in turn cause changes in the electromagnetic torque. The electromagnetic torque generated by the HSPMSM during the I-f control process can be expressed as:
where
represents the permanent magnet flux linkage.
The mechanical equation of motion of the HSPMSM is expressed as:
where
J is the moment of inertia,
np is the number of pole pairs,
ω is the electrical angular velocity,
TL is the load torque,
Te is the electromagnetic torque, and
B is the viscous friction coefficient of the motor.
The electromagnetic torque changes induced by θerr are fed back to the rotor operating state through the mechanical system, which in turn leads to further changes in θerr according to Equation (3). This process enables the system to exhibit a self-balancing characteristic between the electromagnetic torque and the angle error.
By defining the torque required to maintain motor rotation in Equation (6) as the motor’s demand torque
Td, the following can be obtained:
The I-f open-loop control process is essentially a continuous balancing process between
Te and
Td. The variation of
Te with respect to
θerr during the I-f control process is shown in
Figure 3. During motor operation,
θerr varies within the range of −90° to 90°. When
θerr = 0°, the electromagnetic torque generated by the motor reaches its maximum value
Temax:
When Temax exactly balances Td, θerr converges to 0°. Based on whether θerr is greater than 0°, the system’s operating regions can be divided into Synchronous Region I and Asynchronous Region II. In Synchronous Region I, Te increases as θerr decreases; once Te and Td reach equilibrium, the system can maintain stable operation. Conversely, in Asynchronous Region II, Te decreases as θerr decreases, thereby breaking the torque balance between Te and Td, eventually leading to loss of synchronism and startup failure. Therefore, I-f control and its switching process must maintain system operation within Synchronous Region I to ensure that θerr possesses the self-balancing convergence characteristic.
2.3. Analysis of the Switching Dynamics of Traditional Switching Methods
In the constant-speed switching stage, ignoring the variations in load torque, the demand torque
Td and the q-axis current component
iqneed required to generate
Td can be approximately regarded as constant. The electromagnetic torque expression in Equation (6) indicates that
Te is jointly determined by
θerr and
iq*. To ensure the convergence of
θerr,
iq* must be adjusted during the switching stage. The torque balance relationship can be equivalently expressed as a matching relationship between
iq* and
iqneed, and the relationship between
θerr and these two variables satisfies the following equation:
Equation (9) indicates that as
iq* gradually decreases,
θerr will decrease accordingly. When
θerr approaches zero, the system meets the criteria for switching to sensorless closed-loop control. The schematic diagram of the process of completing the switch by reducing the q*-axis current is illustrated in
Figure 4.
The traditional switching method reduces the q*-axis current at a constant rate, and the current reduction process can be expressed as:
where
ks is the rate of current reduction;
t is the current time;
t0 is the switching start time;
iq*(
t) is the q*-axis current reference at time
t; and
iq*(
t0) is the q*-axis current at the start of the switching process.
When the traditional switching method is adopted, the variation trends of
iq*,
ks, and
θerr are illustrated in
Figure 5a. As observed in the figure, the impact of
iq* variations on
θerr exhibits significant regional differences. In the early stage of the switching process when
θerr is large, this impact is relatively weak; even a substantial change in current only causes a slight variation in the angle error. Conversely, in the later stage of the switching process when
θerr approaches the boundary of the synchronous region, this impact is significantly enhanced, and even a small current change can lead to a pronounced variation in
θerr. Once
θerr drops below 0°, the system will cross the boundary and enter the unstable asynchronous region. Under light-load or no-load conditions,
iqneed decreases. Equation (10) indicates that this further amplifies the sensitivity of
θerr to
iq* variations in the later stage, making it easier for
θerr to rapidly cross into the asynchronous region.
Furthermore, the response of the mechanical system to torque variations is slower than that of the current loop regulation. Consequently, θerr exhibits a dynamic lag relative to the variations in iq*, and the convergence of θerr often lags behind the regulation process of iq*. If the current reduces too rapidly in the later stage of the switching process, iq* may have already dropped close to iqneed before θerr has converged. By the time θerr finally converges, iq* may have reached an even lower level, causing the system operating point to cross the synchronous region boundary and enter the asynchronous region, thereby triggering loss of synchronism. Moreover, the mismatch between the convergence process of θerr and the regulation of iq*, caused by the mechanical lag, induces an instantaneous reconfiguration of components such as current and voltage at switching. This results in current surge and speed fluctuation, which adversely affect switching stability.
4. Experimental Results and Analysis
To verify the effectiveness of the proposed adaptive switching method, experimental validation was conducted on the high-speed air compressor experimental platform shown in
Figure 8. The experimental motor is an HSPMSM, and its main parameters are listed in
Table 1. The motor is equipped with air bearing, and the floating speed of the air bearing is 20,000 r/min. Therefore, the continuous operating speed of the motor must be maintained above this threshold. The control system utilizes a DSP (TMS320F28335) and an FPGA (EP1C6Q240C8) as the central control units. SiC devices are employed for the inverter power stage. Both the control frequency and the sampling frequency are 40 kHz.
In the experiments, the motor accelerates to the switching speed with an acceleration of 60,000 r/min/s during the acceleration stage, followed by the execution of the switching process. The switching is determined to be complete when the angle error
θerr remains below the predefined threshold
θth = 5° for 50 consecutive control cycles. At medium and high speeds, a sliding mode observer combined with a phase-locked loop structure [
24,
25,
26] is employed to estimate the rotor position and speed.
4.1. Comparison of Minimum Switching Time
To ensure that the system does not lose synchronism, the minimum switching times achievable by different methods were compared. In the experiments, the constant-rate switching method in [
12], the piecewise-rate switching method in [
13], and the proposed adaptive switching method were implemented. By gradually increasing the rate of current reduction, the shortest switching time achieved immediately before loss of synchronism was defined as the minimum switching time for each method. The results are summarized in
Table 2. The startup processes under the minimum switching times for each method at 20,000 r/min and 30,000 r/min are shown in
Figure 9 and
Figure 10, respectively. Unless otherwise stated, the gray stripes in the following figures indicate the regions enlarged in the inner subplots, and the black dashed lines in the inner subplots indicate the upper and lower envelopes of the waveforms.
As shown in
Table 2, at a switching speed of 20,000 r/min, the minimum switching time of the proposed method is 0.48 s, while those of the constant-rate and piecewise-rate methods are 1.12 s and 0.77 s, respectively. Compared with these two methods, the proposed method achieves time reductions of 57.14% and 37.66%. At 30,000 r/min, the minimum switching time of the proposed method is 0.28 s, representing reductions of 37.77% and 20.00% compared to the 0.45 s of the constant-rate method and 0.35 s of the piecewise-rate method, respectively. Furthermore, during the startup process under the minimum switching time, the current surge at switching for the proposed method remains at a low level; the q-axis current fluctuation is 3.86 A at 20,000 r/min and 4.27 A at 30,000 r/min. This indicates that while satisfying system stability constraints, the proposed method effectively suppresses switching transient oscillations and mitigates current surges.
The process of losing synchronism for the constant-rate switching method is shown in
Figure 11. It can be observed that with a large rate of current reduction,
θerr varies rapidly and crosses the boundary of synchronous region in the later stage of the switching process. Consequently, the torque balance is disrupted, leading to loss of synchronism and startup failure.
4.2. Comparison of Switching Process Stability Under Identical Switching Times
Under the condition of identical switching times, the switching stability of different switching methods was compared under experimental conditions. In the experiments, the switching times were set to 3.0 s through parameter tuning. The startup processes at switching speeds of 20,000 r/min and 30,000 r/min are shown in
Figure 12 and
Figure 13, respectively, and their main performance indicators are summarized in
Table 3.
As shown in
Table 3, there are distinct differences in the switching stability among the different methods. At a switching speed of 20,000 r/min, the speed fluctuation amplitude with the proposed switching method is 337 r/min, which is significantly lower than the 821 r/min of the constant-rate switching method and the 751 r/min of the piecewise-rate switching method. Simultaneously, the q-axis current fluctuation amplitude is reduced to 1.23 A, and the peak-to-peak value of the three-phase current is also markedly decreased. At 30,000 r/min, the speed fluctuation amplitude of the proposed method further decreases to 53 r/min, and the q-axis current fluctuation is 1.78 A, both of which are superior to those of the other two methods.
The above results indicate that the traditional constant-rate switching method exhibits the most pronounced speed and current fluctuations after switching is completed. Although the piecewise-rate switching method can reduce the impact to some extent, significant speed and current fluctuations still persist. In contrast, the proposed switching method effectively suppresses these fluctuations at both switching speeds, achieving a smoother switching process.
4.3. Robustness Verification Under Varying Operating Conditions
To verify the robustness of the proposed switching method under varying operating conditions, a case involving speed variations during the switching process was introduced. Since the load torque of the air compressor is speed-dependent, a change in speed inherently represents a change in load torque. In the experiment, the motor accelerated from 20,000 r/min to 30,000 r/min at an acceleration of 20,000 r/min/s at 1.2 s during the switching process. The startup process is shown in
Figure 14.
As shown in
Figure 14, the speed variation leads to a realignment of the torque balance, causing
θerr to change accordingly. Consequently, the rate of current reduction is adjusted online based on
θerr: during acceleration,
θerr decreases, and the rate of current reduction decreases accordingly; after acceleration is completed,
θerr increases, and the rate of current reduction increases as well. Throughout the entire switching process, the speed and current remain continuous and smooth without obvious abnormal oscillations, which verifies the robustness of the proposed method under varying operating conditions.
5. Conclusions
This study proposes an adaptive switching method based on the cosine of the angle error for sensorless startup of HSPMSMs using I-f control. Firstly, the torque self-balancing characteristic of the angle error and the instability mechanism of traditional switching methods are analyzed. Subsequently, the cosine of the angle error is introduced into the current regulation process to achieve online adjustment of the rate of current reduction and a small-signal stability analysis is performed to guide parameter design. The proposed method features a simple structure and requires only a few tuning parameters. Finally, the proposed method is verified on a high-speed air compressor experimental platform. The experimental results show that, under an identical switching time of 3.0 s, the speed fluctuation is reduced to 337 r/min and 53 r/min, and the q-axis current fluctuation is reduced to 1.23 A and 1.78 A at 20,000 r/min and 30,000 r/min, respectively. In addition, the proposed method achieves minimum switching times of 0.48 s and 0.28 s at switching speeds of 20,000 r/min and 30,000 r/min, respectively.
Future work will focus on extending the proposed method beyond the constant-speed switching condition. In particular, more attention will be given to achieving fast and smooth switching during the acceleration process, so that the switching stage can be completed earlier without waiting for speed stabilization. This is expected to further shorten the overall startup time and improve the dynamic performance of HSPMSM sensorless startup.